Excellent info for financial advisors
Show after show there are great tips, ideas and best practices to help advisors deliver massive value to their clients. Even with shows that I think will not have anything for me still end up delivering an idea or two that I can use to get better at my craft.
Colorado CFP via Apple Podcasts · United States of America · 12/05/21
More reviews of The Perfect RIA
Not only do I thoroughly enjoy the podcast. I love the take away they use to wrap up each one. Great job guys.
Chris Summit via Apple Podcasts · United States of America · 07/31/19
If you are in the financial planning world this is a must liten podcast!
IzzySuzy329 via Apple Podcasts · United States of America · 10/07/21
Great content. Worth every minute. And I love the action items at the end of the podcast. Keep up the good work! (And keep out the head trash. You are crushing it)
Cheryl Burg via Apple Podcasts · United States of America · 06/08/21
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